Nasdaq - Delayed Quote USD

Neuberger Berman Large Cap Growth Inv (NGUAX)

26.48 +0.37 (+1.42%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.

Neuberger Berman Large Cap Growth Inv

New York, NY 10158-0006
605 Third Ave 2nd FL

Fund Overview

Category Large Growth
Fund Family Neuberger Berman
Net Assets 2.47B
YTD Return 9.57%
Yield 0.18%
Morningstar Rating
Inception Date May 27, 2009

Fund Operations

Last Dividend 0.05
Last Cap Gain 33.00
Holdings Turnover 35.00%
Average for Category --

Fees & Expenses

Expense NGUAX Category Average
Annual Report Expense Ratio (net) 0.68% 0.99%
Prospectus Net Expense Ratio 0.68% --
Prospectus Gross Expense Ratio 0.68% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers